WILCX Mutual Fund

WILCX Mutual Fund

NAV$13.14
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Returns Overview

1 Month
+6.24%
3 Months
+3.86%
6 Months
+12.37%
YTD
+18.56%
1 Year
+32.69%
3 Years (annualized)
+19.83%
5 Years (annualized)
+13.59%
10 Years (annualized)
+11.82%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WILCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
MSCI AC (All Country) World Value Index(MAWV)
This Mutual Fund (YTD)
+18.56%
Peer Avg (YTD)
+11.41%
vs Peers
+7.15%

WILCX Mutual Fund Performance

WILCX performance across multiple time periods: 1-month 6.24%, YTD 18.56%, 1-year 32.69%, 3-year 19.83%, 5-year 13.59%, 10-year 11.82%.

WILCX returns outperform the peer average of 11.41% YTD. With an expense ratio of 0.95%, investors should weigh costs against performance when evaluating this mutual fund.

WILCX vs another fund shows side-by-side returns. WILCX alternatives are available in the Mutual Fund Screener.